Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Gr & Inc Adm Fund Mutual Fund - in their Schedule of Assets, totaling $5.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $2.9M |
| 2 | SCOUT ENERGY MANAGEMENT, LLC SCOUT ENERGY MANAGEMENT, LLC 401(K) P/S PLAN | DALLAS TX | 977 | $91.6M | $2.0M |
| 3 | JOSEPH JINGOLI & SON, INC. |
LAWRENCEVILLE NJ |
| 461 |
| $65.7M |
| $876K |
